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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1801
1620 Investment Advisors
Massachusetts
$212K -$1.59K -5 -0.7%
BHBT
1802
Burke & Herbert Bank & Trust
Virginia
$212K +$212K +665 New
LA
1803
LexAurum Advisors
Kansas
$211K +$212K +665 New
SWA
1804
SOA Wealth Advisors
New York
$209K +$636 +2 +0.3%
WPA
1805
West Paces Advisors
Georgia
$209K +$209K +656 New
CSB
1806
City State Bank
Iowa
$208K +$3.82K +12 +2%
LWL
1807
Leo Wealth LLC
Texas
$208K +$208K +653 New
WAM
1808
Walker Asset Management
Missouri
$208K +$207K +652 New
WFI
1809
West Family Investments
California
$207K -$308K -969 -60%
EWM
1810
Elevation Wealth Management
Minnesota
$207K +$207K +652 New
ESC
1811
Eurizon SLJ Capital
$207K +$207K +651 New
WG
1812
Wealth Group
North Carolina
$207K +$207K +650 New
PWM
1813
Palumbo Wealth Management
New York
$206K +$206K +648 New
MPI
1814
Mairs & Power Inc
Minnesota
$206K +$206K +648 New
TW
1815
Tempo Wealth
Ohio
$206K +$206K +647 New
JHCP
1816
Jackson Hole Capital Partners
Oklahoma
$206K +$206K +647 New
RGC
1817
Roberts, Glore & Co
Illinois
$206K +$206K +646 New
AA
1818
Addison Advisors
Vermont
$205K +$5.09K +16 +3%
TM
1819
TigerOak Management
New Mexico
$204K +$204K +641 New
JIP
1820
Jaffetilchin Investment Partners
Florida
$204K +$204K +641 New
BWA
1821
Basecamp Wealth Advisors
Washington
$204K +$3.18K +10 +2%
TP
1822
Tranquility Partners
Tennessee
$204K +$204K +640 New
OPWM
1823
Oregon Pacific Wealth Management
Oregon
$203K -$98.6K -310 -33%
AWA
1824
Aletheian Wealth Advisors
Washington
$203K +$203K +639 New
AWA
1825
AGH Wealth Advisors
Kansas
$202K +$202K +636 New
71 72
73
74 75